{"id":256261,"date":"2024-07-15T20:36:19","date_gmt":"2024-07-15T18:36:19","guid":{"rendered":"https:\/\/www.easyap.com\/?p=252050"},"modified":"2026-08-17T15:03:50","modified_gmt":"2026-08-17T13:03:50","slug":"la-factura-electronica-en-portugal-guia-completa-y-actualizada","status":"publish","type":"post","link":"https:\/\/www.easyap.com\/en\/blog\/la-factura-electronica-en-portugal-guia-completa-y-actualizada\/","title":{"rendered":"Electronic invoicing in Portugal: complete and updated guide"},"content":{"rendered":"<p><span style=\"font-weight: 400\">We call it globalization, and one of its best consequences is that international operations are becoming increasingly common. At the same time, the environment is now fully online. Therefore, <\/span><a href=\"http:\/\/www.easyap.com\/workflow-de-aprobacion-de-facturas\/factura-electronica\/\"><b>e-invoicing <\/b><\/a><span style=\"font-weight: 400\">is a reality and a universal necessity across all countries and businesses. In this post, we will look at the case of a specific country that is close to us: <\/span><b>e-invoicing in Portugal.<\/b><span style=\"font-weight: 400\"> As in Spain, it is already an essential tool for the entire business fabric. So, this guide is designed for those who want to understand and correctly apply e-invoicing in their commercial transactions with organizations in the neighboring country.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">History and Evolution of E-invoicing in Portugal<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Like other developed countries, <\/span><b>e-invoicing in Portugal is the digital document replacing paper invoices, with the same legal validity.<\/b><span style=\"font-weight: 400\"> Its objective is to improve efficiency, reduce costs, and ensure transparency in commercial transactions.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">The fact is that the adoption of <\/span><b>e-invoicing in Portugal has accelerated recently. <\/b><span style=\"font-weight: 400\">How? Through the implementation of the SAFT Portugal system (Standard Audit File for Tax purposes), which we will detail later.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Its integration in the neighboring country, as here, has been progressive, but with two significant milestones:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Since January 2019, e-invoicing has been mandatory<\/b><span style=\"font-weight: 400\"> for all Portuguese companies interacting with the public sector.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>As of January 2021,<\/b><span style=\"font-weight: 400\"> this obligation extended to transactions between private companies (<\/span><a href=\"https:\/\/www.easyap.com\/blog\/b2b-y-factura-electronica-una-relacion-clave-ahora-y-en-el-futuro\/\"><b>B2B<\/b><\/a><span style=\"font-weight: 400\">).&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Likewise, this evolution reflects the continuous effort of the Portuguese government to digitize and modernize its tax processes.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Regulations and Legal Requirements<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Currently, e-invoicing facilitates tax compliance while improving companies&#8217; operational efficiency. By automating invoicing, <\/span><b>companies reduce errors, minimize costs, and accelerate payment cycles.<\/b><span style=\"font-weight: 400\"> Furthermore, e-invoicing contributes to sustainability by reducing paper usage.<\/span><\/p>\n<p><span style=\"font-weight: 400\">However, to achieve this regulatory compliance, there are <\/span><b>two fundamental terms<\/b><span style=\"font-weight: 400\"> related to e-invoicing in Portugal that we must break down<\/span><\/p>\n<h3><span style=\"font-weight: 400\">1. SAFT Portugal: standardization and fiscal control<\/span><\/h3>\n<p><span style=\"font-weight: 400\">The<\/span><b> SAFT Portugal is a standardized format that facilitates electronic tax auditing for companies.<\/b><span style=\"font-weight: 400\"> This system allows the <\/span><a href=\"https:\/\/www.portaldasfinancas.gov.pt\/at\/html\/index.html\"><span style=\"font-weight: 400\">Tax and Customs Authority (AT)<\/span><\/a><span style=\"font-weight: 400\"> to access tax information efficiently and transparently. Therefore, companies must ensure that their e-invoicing systems are compatible with SAFT.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">2. ATCUD Portugal: new coding requirement<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Another key concept is <\/span><b>ATCUD Portugal.<\/b><span style=\"font-weight: 400\"> It is a <\/span><b>unique alphanumeric code that is generated for each document and must be validated by the tax authorit<\/b><span style=\"font-weight: 400\">y before being included in the invoice. Thus, it ensures that each document is unique and cannot be duplicated or altered.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">The role of the electronic signature in Portugal<\/span><\/h2>\n<p><span style=\"font-weight: 400\">In turn, the electronic signature in Portugal is also an indispensable element. Companies must use <\/span><a href=\"https:\/\/www.easyap.com\/en\/blog\/la-firma-electronica-reconocida-que-es-y-cual-es-su-papel-en-la-facturacion-electronica\/\"><b>recognized digital certificates<\/b><\/a><span style=\"font-weight: 400\"> to electronically sign their invoices. However, <\/span><b>there are several types of electronic signatures:<\/b><\/p>\n<ol>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Simple electronic signature<\/b><span style=\"font-weight: 400\"> for documents that do not require a high level of security.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Advanced electronic signature <\/b><span style=\"font-weight: 400\">for files or documents that require a higher certainty of authenticity.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Qualified electronic signature, <\/b><span style=\"font-weight: 400\">which is the most secure and complies with the requirements of the <\/span><a href=\"https:\/\/digital-strategy.ec.europa.eu\/es\/policies\/eidas-regulation\"><span style=\"font-weight: 400\">European eIDAS regulation<\/span><\/a><span style=\"font-weight: 400\">. It is mandatory for most transactions, as it originates from the EU itself.<\/span><\/li>\n<\/ol>\n<h2><span style=\"font-weight: 400\">Advantages of digital invoicing in Portugal<\/span><\/h2>\n<p><span style=\"font-weight: 400\">What has already become clear is that <\/span><b>the adoption of e-invoicing in Portugal, as in other countries, offers multiple benefits.<\/b><span style=\"font-weight: 400\"> Among the advantages, from easyap we will highlight:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Cost reduction <\/b><span style=\"font-weight: 400\">such as paper, physical storage, and shipping.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Greater operational efficiency<\/b><span style=\"font-weight: 400\"> due to the automation and <\/span><a href=\"https:\/\/www.easyap.com\/en\/blog\/hiperautomatizacion-que-es-como-se-implementa-y-sus-principales-ventajas\/\"><b>hyperautomation of processes<\/b><\/a><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Compliance with tax regulations<\/b><span style=\"font-weight: 400\">, which prevents all types of penalties.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Greater transparency <\/b><span style=\"font-weight: 400\">to facilitate audits and internal controls.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Reduction in paper use <\/b><span style=\"font-weight: 400\">and contribution to sustainability.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Even, in many organizations, the adoption of e-invoicing <\/span><b>tends to improve business relationships,<\/b><span style=\"font-weight: 400\"> as it facilitates more agile and efficient payments.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">How to implement e-invoicing in Portugal<\/span><\/h2>\n<p><span style=\"font-weight: 400\">However, often the most serious problem arises when it comes to<\/span><b> implementing e-invoicing, both in Portugal and in any other country.<\/b><span style=\"font-weight: 400\"> In this regard, it is vital to choose software like <\/span><b>easyap<\/b><span style=\"font-weight: 400\"> that ensures compatibility with SAFT Portugal and complies with all requirements, including the integration of electronic signatures and ATCUD Portugal.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Therefore, <\/span><b>e-invoicing software must include the following features<\/b><span style=\"font-weight: 400\"> to comply with Portuguese regulations:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">It must be <\/span><b>compatible with SAFT-PT<\/b><span style=\"font-weight: 400\"> so that tax data is in the correct format.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">It must have <\/span><b>the ability to generate and validate the ATCUD code.<\/b><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">It must allow for<\/span><b> digital signing<\/b><span style=\"font-weight: 400\"> of invoices with recognized certificates.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">It must facilitate the <\/span><b>creation, sending, and tracking of invoices.<\/b><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">It must ensure <\/span><b>data protection and compliance with privacy regulations <\/b><span style=\"font-weight: 400\">and the <\/span><a href=\"https:\/\/www.easyap.com\/en\/politica-de-seguridad-de-la-informacion\/\"><b>information security policy.<\/b><\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">Furthermore, implementing e-invoicing requires careful integration with a company&#8217;s existing systems. For this, we offer you this detailed <\/span><b>step-by-step guide<\/b><span style=\"font-weight: 400\">:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Evaluate the needs<\/b><span style=\"font-weight: 400\"> specific to your company.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Configure the software with existing systems<\/b><span style=\"font-weight: 400\"> and invoicing options.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Properly train employees<\/b><span style=\"font-weight: 400\"> on the use of the new system.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Conduct tests<\/b><span style=\"font-weight: 400\">to ensure that the system functions correctly and complies with regulations.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">Now, it&#8217;s time for the <\/span><b>launch<\/b><span style=\"font-weight: 400\">. For this definitive final step, implement the system across the entire company, and from there, you can start issuing electronic invoices.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">Be mindful of adapting to regulatory changes<\/span><\/h3>\n<p><span style=\"font-weight: 400\">You should also keep in mind that e-invoicing regulations evolve. So <\/span><b>it is important to stay informed of any regulatory changes. The most significant and recent example is the introduction of ATCUD in 2021,<\/b><span style=\"font-weight: 400\"> which required adjustments in invoicing systems to include the new code.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Comparison with other European countries<\/span><\/h2>\n<p><span style=\"font-weight: 400\">On the other hand, for companies operating in Portugal or other European countries, it is essential to understand the <\/span><b>differences in electronic invoicing regulations.<\/b><span style=\"font-weight: 400\"> So, here is a brief comparison of the current state of digital invoicing in various nations.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">In <\/span><a href=\"https:\/\/www.easyap.com\/en\/blog\/la-factura-electronica-en-alemania\/\"><b>Germany, electronic invoicing<\/b><\/a> <b>is governed by ZUGFeRD regulations and the Factura-X format<\/b><span style=\"font-weight: 400\">. It will soon be extended nationwide, regardless of whether the transaction is B2B or B2C.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">In <\/span><a href=\"https:\/\/www.easyap.com\/en\/blog\/como-es-la-facturacion-electronica-en-francia\/\"><b>France, electronic invoicing is mandatory<\/b><\/a><span style=\"font-weight: 400\"> for operations with the public sector and must comply with the Factur-X format. Furthermore, efforts are being made to extend this obligation to transactions between private companies.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Italy has implemented a mandatory electronic invoicing system for all B2B and B2C transactions.<\/b><span style=\"font-weight: 400\"> The format used is FatturaPA, and invoices must be sent via the Sistema di Interscambio (SDI).<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><a href=\"https:\/\/www.easyap.com\/blog\/la-factura-electronica-obligatoria-por-necesidad-o-por-comodidad\/\"><b>In Spain, electronic invoicing is mandatory<\/b><\/a><span style=\"font-weight: 400\"> for transactions with the public sector, and the <\/span><a href=\"https:\/\/www.facturae.gob.es\/Paginas\/Index.aspx\"><span style=\"font-weight: 400\">Facturae<\/span><\/a><span style=\"font-weight: 400\"> format is used. Furthermore, steps are being taken to extend this obligation to transactions between private companies.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Sweden has adopted the <\/b><a href=\"https:\/\/www.easyap.com\/blog\/peppol-la-apuesta-europea-para-facturacion-electronica\/\"><b>PEPPOL<\/b><\/a> <span style=\"font-weight: 400\">for electronic invoicing in the public sector, which facilitates interoperability and the exchange of invoices at a European level.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">As you can see, each country has its own requirements and formats for electronic invoicing, which can complicate cross-border operations. However, <\/span><b>solutions like easyap&#8217;s are designed to manage these complexities,<\/b><span style=\"font-weight: 400\"> offering multilingual support and ensuring compliance with each country&#8217;s regulations.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">easyap&#8217;s relationship with Portuguese e-invoicing<\/span><\/h2>\n<p><span style=\"font-weight: 400\">At this point, we want to focus on ourselves; <\/span><b>easyap is a leading provider of e-invoicing solutions, and our software is perfectly adapted<\/b><span style=\"font-weight: 400\"> to comply with Portuguese regulations. Why? Because of the specific features and advantages of our software.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">1. Full compatibility with SAFT-PT<\/span><\/h3>\n<p><span style=\"font-weight: 400\">easyap&#8217;s software is <\/span><b>designed to generate and manage SAFT-PT files in accordance with the specifications of the Autoridade Tribut\u00e1ria e Aduaneira (AT). <\/b><span style=\"font-weight: 400\">Therefore, all tax transactions are recorded with complete accuracy and are available for audits.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">2. Automatic generation of ATCUD<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Our solution is <\/span><b>capable of automatically generating and validating the ATCUD code for each invoice. <\/b><span style=\"font-weight: 400\">This eliminates manual processes and reduces the risk of errors, ensuring that all invoices comply with authenticity and integrity requirements.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">3. Integrated electronic signature<\/span><\/h3>\n<p><span style=\"font-weight: 400\">easyap&#8217;s software also <\/span><b>includes advanced electronic signature functionalities, with recognized digital certificates. <\/b><span style=\"font-weight: 400\">In this way, all issued electronic invoices are legally valid and secure, complying with the regulations of Portugal and the EU.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">4. Continuous support and updates<\/span><\/h3>\n<p><span style=\"font-weight: 400\">At easyap, we provide <\/span><b>continuous support and regular updates to our customers.<\/b><span style=\"font-weight: 400\">This includes adaptations to any regulatory changes that may occur, ensuring that companies are always up-to-date with current regulations.<\/span><\/p>\n<h3><span style=\"font-weight: 400\">5. Customized Solutions<\/span><\/h3>\n<p><span style=\"font-weight: 400\">Finally, at easyap we understand that every company is unique. That&#8217;s why,<\/span><b>we offer customized solutions that integrate perfectly with existing systems,<\/b><span style=\"font-weight: 400\">which provides an efficient and hassle-free electronic invoicing experience.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Ultimately, electronic invoicing in Portugal, in addition to complying with a legal obligation, optimizes processes, reduces costs, and provides transparency. In this regard,<\/span><b>easyap is a strategic ally with tailored digital invoicing solutions,<\/b><span style=\"font-weight: 400\">both in Portugal and throughout the rest of the world. With us, you can focus on growth while your invoicing is in the best hands.<\/span><a href=\"https:\/\/www.easyap.com\/en\/contacto\/\"><b>Contact us<\/b><\/a><span style=\"font-weight: 400\">and see for yourself.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We call it globalization, and one of its best consequences is that international operations are becoming increasingly common. At the same time, the environment is now fully online. Therefore, e-invoicing is a reality and a universal necessity across all countries and businesses. In this post, we will look at the case of a specific country [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":256262,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[269],"tags":[],"class_list":["post-256261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.4 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Electronic invoicing in Portugal: The most comprehensive guide - easyap<\/title>\n<meta name=\"description\" content=\"Discover everything about electronic invoicing in Portugal and how easyap helps you comply with regulations. 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